Next Exam Window 21-25 May, 2025

Categories
MQFP

Amy King

Amy King began her military career in 1994 in the US Naval Reserves. Desiring to serve as an officer, Amy transitioned to the US Army Reserves and the US Army ROTC. She was commissioned a Second Lieutenant and entered active duty in 1997 where she served for over 22 years.
Amy retired from the US Army in 2019 and began her career as a financial advisor. As a Military Veteran who was married to a Federal Civilian spouse, Amy has an insider’s understanding of the challenges and benefits of the military and Federal Civilian systems.
Amy is a CERTIFIED FINANCIAL PLANNER™, a Military Qualified Financial Planner®, and a Chartered Federal Employee Benefits Consultant She’s built her expertise and her firm specifically to help Military Veterans and Federal Civilians address the unique challenges they face while leveraging and maximizing unique benefits.
Amy is a proud member of the Military Financial Advisors Association, National Association of Personal Financial Advisors, XY Planning Network, and the FeeOnlyNetwork.

Address
FALLSTON, MD

Firm Name
Instar Financial Planning

Firm Website
https://www.instarfp.com

Phone Number
(410) 877-6441

E-mail
amy@instarfp.com

Credentials
CFP®

Categories
MQFP

Randy Gantt

With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning and investment management, led him to form Fiduciary Wealth Group in 2019. Randy started his career with Fidelity Investments, working his way from the back office to a position as a High Net Worth relationship manager. After leaving Fidelity, Randy entered the Registered Investment Advisory world with a Cincinnati based firm as their Director of Financial Planning, and attained his Certified Financial Planner designation in 2008. Changing firms in 2011, he worked as a Senior Advisor for a Dayton RIA until founding his own firm to provide more individualized planning and investment management.

Randy is a 29 year United States Air Force Reserve/ Air National Guard veteran, and is currently serving as the Deputy Director for Maintenance Compliance, Air Mobility Command, Scott AFB, Illinois. His background provides him with unique experience and skills when it comes to planning for military members, and his passion to ensure every military member can obtain planning assistance is notable.

Randy holds a Bachelor’s in Business Administration from the University of Cincinnati with concentrations in Finance/Management, as well as a Master’s in Military Operational Art/Sciences, Air University, Maxwell AFB, Alabama.

Address
Dayton, OH

Firm Name
Fiduciary Wealth Group, LLC

Firm Website

Home

Phone Number
(855) 560-7171

E-mail
randy@fiduciarywealthgroup.com

Credentials
CFP®

Categories
MQFP

Adrienne Ross

Adrienne Ross, AFC, CFP, ChFC is founding partner at Clear Insight Wealth Management, a firm dedicated to empowering clients to live a life they love. With over 15 years of experience, Adrienne is passionate about providing tailored strategies that align with her clients’ unique goals and values.

As a Certified Financial Planner™ (CFP), Accredited Financial Counselor® (AFC), and Chartered Financial Consultant® (ChFC), Adrienne brings a wealth of expertise to her practice. Her holistic approach ensures her clients feel confident and supported every step of the way.

Adrienne specializes in working with military and veteran business owners and federal employees helping them navigate complex financial landscapes, from tax-efficient investment strategies to retirement planning and wealth preservation. As a military spouse, she is committed to supporting fellow spouses. Committed to excellence, she is a trusted advisor who builds lasting relationships grounded in integrity and results.

Outside of her professional pursuits, Adrienne is an advocate for financial literacy and volunteers her time to educate under served communities about personal finance. She enjoys traveling, hiking, and spending time with her family. Adrienne’s dedication to her clients and her craft exemplifies her belief that financial success begins with clear insight and purposeful planning.

Firm Name
Clear Insight Wealth Management

Firm Website
www.myciwm.com

Phone Number
(509) 847-4079

E-mail
adrienne@myciwm.com

Credentials
AFC®CFP®ChFC®